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TCI Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

TCI Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-47
Closed -$3.37K – 2202
2023
Q1 		$3.37K Buy
47
+7
+18% +$520 ﹤0.01% 1786
2022
Q4 		$2.79K Buy
40
+1
+3% +$72 ﹤0.01% 1890
2022
Q3 		$3K Buy
39
+5
+15% +$368 ﹤0.01% 1855
2022
Q2 		$2K Buy
34
+8
+31% +$595 ﹤0.01% 2061
2022
Q1 		$2K Buy
26
+15
+136% +$1.23K ﹤0.01% 2040
2021
Q4 		$1K Buy
+11
New +$1K ﹤0.01% 2250

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TCI Wealth Advisors's VTWO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2023, closing a stake of 47 shares — an estimated $3.37K sold.

TCI Wealth Advisors first reported a position in VTWO in Q4 2021 and held it in 6 quarters. The position peaked at $3.37K in Q1 2023. 411 funds tracked by Wall St. Rank hold VTWO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Vanguard Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 47 Vanguard Russell 2000 ETF shares in Q2 2023, an estimated $3.37K.
  • TCI Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Vanguard Russell 2000 ETF position peaked at $3.37K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.